华海诚科所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：先进封装、半导体、HBM概 念、光伏玻璃、新材料等。 截至6月30日，华海诚科股东户数9805.00，较上期增加5.55%；人均流通股5349股，较上期减少3.40%。 2025年1月-6月，华海诚科实现营业收入1.79亿元，同比增长15.30%；归母净利润1377.45万元，同比减 少44.67%。 分红方面，华海诚科A股上市后累计派现6448.11万元。 机构持仓方面，截止2025年6月30日，华海诚科十大流通股东中，德邦半导体产业混合发起式A （014319）退出十大流通股东之列。 10月28日，华海诚科盘中下跌2.06%，截至10:51，报110.72元/股，成交2.11亿元，换手率3.59%，总市 值89.35亿元。 资金流向方面，主力资金净流出2346.81万元，特大单买入1645.38万元，占比7.81%，卖出2764.54万 元，占比13.13%；大单买入5216.33万元，占比24.77%，卖出6443.98万元，占比30.60%。 华海诚科今年以来股价涨49.32%，近5个交易日涨5.69%，近20日涨3.81%，近60日 ...

（原标题：华海诚科现13笔大宗交易 合计成交30.84万股） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 据天眼查APP显示，江苏华海诚科新材料股份有限公司成立于2010年12月17日，注册资本8069.6453万 人民币。（数据宝） | 成交量 | 成交金 额 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | （万 | | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股） | （万 | （元） | 溢价 | | | | | 元） | | （%） | | | | 5.10 | 503.68 | 98.76 | -12.64 | 方正证券股份有限公司总部 | 中信建投证券股份有限公司常 | | | | | | | 州分公司 | | 2.80 | 276.53 | 98.76 | -12.64 | 广发证券股份有限公司总部 | 中信建投证券股份有限公司常 | | | | | | | 州分公司 | | 2.50 | 246.90 | 98.76 | -12.64 | 华泰证券股份有限公司深圳后海中心路 | 中信建投证 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第4笔成交价格为98.76元，成交5.10万股，成交金额503.68万元，溢价率为-12.64%，买方营业部为方正 证券股份有限公司总部，卖方营业部为中信建投证券股份有限公司常州分公司。 第5笔成交价格为98.76元，成交2.80万股，成交金额276.53万元，溢价率为-12.64%，买方营业部为广发 证券股份有限公司总部，卖方营业部为中信建投证券股份有限公司常州分公司。 第6笔成交价格为98.76元，成交2.03万股，成交金额200.48万元，溢价率为-12.64%，买方营业部为机构 专用，卖方营业部为中信建投证券股份有限公司常州分公司。 第7笔成交价格为98.76元，成交2.03万股，成交金额200.48万元，溢价率为-12.64%，买方营业部为机构 专用，卖方营业部为中信建投证券股份有限公司常州分公司。 第1笔成交价格为98.76元，成交2.10万股，成交金额207.40万元，溢价率为-12.64%，买方营业部为国投 证券股份有限公司佛山北滘证券营业部，卖方营业部为中信建投证券股份有限公司常州分公司。 第2笔成交价格为98.76元 ...

科创半导体ETF鹏华紧密跟踪上证科创板半导体材料设备主题指数，上证科创板半导体材料设备主题指 数选取科创板内业务涉及半导体材料和半导体设备等领域的上市公司证券作为指数样本，以反映科创板 半导体材料和设备上市公司证券的整体表现。 截至2025年10月24日 13:27，上证科创板半导体材料设备主题指数(950125)强势上涨4.57%，成分股神工 股份(688233)上涨13.82%，中巨芯(688549)上涨12.96%，拓荆科技(688072)上涨10.71%，华海诚科 (688535)，京仪装备(688652)等个股跟涨。科创半导体ETF鹏华(589020)上涨4.19%，最新价报1.17元。 数据显示，截至2025年9月30日，上证科创板半导体材料设备主题指数(950125)前十大权重股分别为中 微公司(688012)、华海清科(688120)、拓荆科技(688072)、沪硅产业(688126)、安集科技(688019)、中科 飞测(688361)、芯源微(688037)、盛美上海(688082)、华峰测控(688200)、天岳先进(688234)，前十大权 重股合计占比74.36%。 半导体板块盘中走 ...

高带宽内存板块领涨，上涨3.54%，其中香农芯创上涨14.01%，拓荆科技上涨6.9%，精智达上涨 4.46%，华海诚科、中微公司、联瑞新材涨超4%。（AI生成） ...

Core Viewpoint - The A-share semiconductor sector has experienced a significant rally, with multiple stocks reaching their daily limit up or showing substantial gains [1] Group 1: Stock Performance - Purun Co., Ltd. hit the daily limit up of 20% [1] - Shenkong Co., Ltd. increased by over 11% [1] - Huahong Technology rose by over 10% [1] - Huiding Technology reached a daily limit up of 10% [1] - Mingwei Electronics gained 9% [1] - Lianyun Technology, Jucheng Co., Ltd., and Xinxiangwei increased by over 8% [1] - Baiwei Storage and Galaxy Microelectronics rose by over 7% [1] - Beijing Junzheng and Huahai Chengke increased by over 6% [1] - Jinghe Integration, Weicet Technology, Hengsuo Co., Ltd., Jingyi Equipment, and Lanke Technology rose by over 5% [1]

数据显示，诺安基金旗下1只基金重仓华海诚科。诺安研究优选混合A（008185）二季度持有股数3.53万 股，占基金净值比例为4.09%，位居第九大重仓股。根据测算，今日浮盈赚取约17.84万元。 10月24日，华海诚科涨5.03%，截至发稿，报105.60元/股，成交1.24亿元，换手率2.27%，总市值85.22 亿元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基金十大重仓股角度 诺安研究优选混合A（008185）成立日期2020年5月9日，最新规模7128.57万。今年以来收益74.66%， 同类排名177/8154；近一年收益62.57%，同类排名316/8025；成立以来收益29.63%。 诺安研究优选混合A（008185）基金经理为邓心怡。 截至发稿，邓心怡累计任职时间3年112天，现任基金资 ...

证券代码：688535 证券简称：华海诚科 公告编号：2025-070 江苏华海诚科新材料股份有限公司 关于召开2025年半年度暨第三季度报告 业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、说明会类型 江苏华海诚科新材料股份有限公司（以下简称"公司"）分别于 2025 年 8 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络电话会议 三、参加人员 1、董事长、总经理韩江龙先生 会议召开时间：2025 年 10 月 30 日（星期四）10:00-11:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络电话会议 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 10 月 30 日 前 访 问 网 址 https://eseb.cn/1sy03DSsaTC 或使用微信扫描下方二维码在报名时进行 会前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资 者普遍关注的问题进行回答。 月 28 日、2025 年 10 ...

Core Viewpoint - The adoption of targeted convertible bonds for mergers and acquisitions (M&A) is gaining popularity among listed companies due to their dual characteristics of equity and debt, providing flexibility and reducing financial pressure compared to traditional cash payments [1][3]. Group 1: Adoption of Targeted Convertible Bonds - Since the introduction of targeted convertible bonds for restructuring projects, 16 A-share listed companies have announced plans to use this method for M&A, alongside issuing shares and cash payments [1][2]. - Companies like Changhong High-Tech and Huahai Chengke are actively pursuing M&A using targeted convertible bonds, indicating a trend among tech firms [2][4]. - Targeted convertible bonds allow companies to issue bonds that can be converted into shares under certain conditions, providing a flexible payment structure for M&A transactions [2][3]. Group 2: Benefits for Technology Companies - Over 60% of the companies utilizing targeted convertible bonds for asset purchases are from the Sci-Tech Innovation Board and the Growth Enterprise Market, primarily targeting technology firms [4][5]. - The characteristics of technology companies, such as being asset-light and having high R&D investments, make targeted convertible bonds a suitable financing option, allowing for differentiated pricing and supporting valuation stability [5][6]. - The mechanism of targeted convertible bonds provides capital support flexibility for tech firms while allowing investors to mitigate risks and share in future growth [5][6]. Group 3: Enhancing M&A Efficiency - The use of targeted convertible bonds, along with other innovative tools, has significantly improved the efficiency of M&A transactions, reducing costs and risks associated with traditional methods [6]. - The flexible design and lower financing costs of targeted convertible bonds enhance market activity and promote resource integration and industrial collaboration [6]. - However, complexities in the terms of targeted convertible bonds may introduce challenges in understanding and negotiation, alongside potential credit and market valuation risks [6].

Core Viewpoint - The adoption of targeted convertible bonds as a payment method for mergers and acquisitions (M&A) is gaining popularity among listed companies due to their "dual attributes" of equity and debt, providing flexibility and reducing financial pressure [1][4]. Group 1: Adoption of Targeted Convertible Bonds - Since the introduction of targeted convertible bonds for M&A, 16 A-share listed companies have announced plans to use this payment method alongside equity and cash [1][3]. - The "M&A Six Guidelines" encourage companies to utilize a combination of equity, targeted convertible bonds, and cash to enhance transaction flexibility [1][3]. - Companies in the technology sector, particularly those listed on the Sci-Tech Innovation Board and the Growth Enterprise Market, show a preference for using targeted convertible bonds in their M&A activities [1][5]. Group 2: Benefits of Targeted Convertible Bonds - Targeted convertible bonds offer a dual design of "debt protection + equity flexibility," meeting the needs for principal security while allowing for shared growth benefits through conversion options [1][6]. - Compared to traditional cash payments, targeted convertible bonds reduce financial pressure and delay the dilution of existing shareholders' control [4][6]. - The low-interest nature of targeted convertible bonds makes them a cost-effective financing option, alleviating cash flow concerns for companies [4][6]. Group 3: Focus on Technology Companies - Over 60% of the companies planning to use targeted convertible bonds for asset purchases are from the Sci-Tech Innovation Board and the Growth Enterprise Market, primarily targeting technology firms [5][6]. - The technology sector's characteristics, such as being asset-light and having high R&D investments, make traditional valuation methods less effective, thus benefiting from the flexible pricing allowed by targeted convertible bonds [6][7]. - The acquisition activities in sectors like semiconductors and new materials reflect a growing interest in technology stocks and the urgent need for resource integration in industrial upgrades [6][7]. Group 4: Efficiency in M&A Transactions - The use of innovative tools like targeted convertible bonds, M&A loans, and funds has significantly improved the efficiency of M&A transactions, reducing costs and risks [7]. - Targeted convertible bonds enhance market activity and facilitate resource integration, providing stable funding support for transactions [7]. - They help balance the risk-reward dynamics between transaction parties, addressing issues related to high valuations and performance commitments [7].